ST
| |
Schwab Target 2025 Index Fund | SWXDXMutual Fund | |
| SCHWAB CAPITAL TRUST | |
| Last update 2025-06-20 | 7 Stocks (0 new) |
| Value $562.00 Mil | Turnover 3 % |
Schwab Target 2025 Index Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 10,750,124 | 248,972.9 | +2.20% | 44.270 | +0.95% | 2.900 | +1.25% | +3.34% | 8,562.3 | ||
SCHX | Schwab U.S. Large-Cap ETF | 7,146,515 | 157,795.0 | -4.39% | 28.060 | -1.34% | 0.310 | +19.93% | +7.89% | 56,889.6 | ||
SCHF | Schwab International Equity ETF | 3,071,093 | 60,746.2 | -9.35% | 10.800 | -1.03% | 0.140 | +11.99% | +19.38% | 48,597.1 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 1,415,608 | 34,455.9 | +15.46% | 6.130 | +0.82% | 0.310 | +0.74% | +3.08% | 10,930.5 | ||
SCHP | Schwab U.S. Tips ETF | 1,225,290 | 32,948.1 | +15.69% | 5.860 | +0.79% | 0.250 | +1.83% | +4.64% | 13,056.1 | ||
SCHH | Schwab U.S. REIT ETF | 818,326 | 17,602.2 | -4.74% | 3.130 | -0.15% | 0.220 | +3.90% | +2.51% | 8,102.2 | ||
SCHA | Schwab U.S. Small-Cap ETF | 419,183 | 9,821.5 | +1.16% | 1.750 | +0.02% | 0.060 | +19.86% | +1.41% | 17,752.7 | ||
SCHE | Schwab Emerging Markets Equity ETF | 0 | 0 | Sold Out | 0.000 | -1.07% | 0.000 | +16.00% | +15.61% | 10,485.8 |
Schwab Target 2025 Index Fund's Historical Top Holdings Breakdowns
Schwab Target 2025 Index Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -1.34% | 21.75 ($23.28) 24.28 | $24.86 | 6.79% | Reduce -4.39% | 7,146,515 | -327,989 | |
SCHE | Schwab Emerging Markets Equity ETF | 2025-03-31 | Sold Out Sold Out | -1.07% | 25.81 ($27.37) 28.52 | $30.75 | 12.35% | Sold Out | 0 | -226,651 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -1.03% | 18.36 ($19.62) 20.51 | $21.94 | 11.82% | Reduce -9.35% | 3,071,093 | -316,625 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +0.95% | 22.46 ($22.91) 23.26 | $22.98 | 0.31% | Add 2.2% | 10,750,124 | 231,449 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.82% | 24.1 ($24.21) 24.34 | $24.29 | 0.33% | Add 15.46% | 1,415,608 | 189,561 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | Add Add | +0.79% | 25.69 ($26.29) 26.89 | $26.58 | 1.10% | Add 15.69% | 1,225,290 | 166,138 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Reduce Reduce | -0.15% | 20.2 ($21.37) 22.24 | $21.33 | -0.19% | Reduce -4.74% | 818,326 | -40,736 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.02% | 23.16 ($25.49) 27.04 | $26.08 | 2.31% | Add 1.16% | 419,183 | 4,807 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-12-31 | Reduce Reduce | -2.32% | 22.39 ($23.32) 24.15 | $24.86 | 6.60% | Reduce -7.51% | 7,474,504 | -607,313 | |
SCHF | Schwab International Equity ETF | 2024-12-31 | Add Add | +0.63% | 18.41 ($19.51) 20.41 | $21.94 | 12.46% | Add 6% | 3,387,718 | 191,660 |
Schwab Target 2025 Index Fund Total Holding History ($B)
Schwab Target 2025 Index Fund's Asset Allocation
Schwab Target 2025 Index Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Schwab Target 2025 Index Fund's Hypothetical Growth since 2025-03-31
Schwab Target 2025 Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab Target 2025 Index Fund's Holdings Heat Map
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Schwab Target 2025 Index Fund's Holdings Bubble Chart
Schwab Target 2025 Index Fund News
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